Equity Mutual Funds List

Here you can find all the Equity asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Asset Class is Equity

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
LLPFX	Longleaf Partners Fund	Large Cap Value Equities	Apr 8, 1987	0.79%	-1.89%	6.30%	13.12%	18
LLSCX	Longleaf Partners Small-Cap Fund	Mid Cap Blend Equities	Feb 21, 1989	0.95%	-1.51%	6.98%	1.19%	11
LMASX	ClearBridge Small Cap Fund	Small Cap Blend Equities	Dec 30, 1985	1.85%	4.74%	7.95%	11.32%	39
LMGAX	Lord Abbett Growth Opportunities Fund	Mid Cap Growth Equities	Aug 1, 1995	1.06%	3.07%	11.16%	7.36%	42
LMGEX	Franklin International Equity Fund	Foreign Large Cap Equities	Feb 17, 1995	2.05%	6.06%	8.11%	7.81%	65
LMGNX	ClearBridge International Growth Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	Apr 17, 1995	0.78%	2.39%	10.07%	7.16%	26
LMGTX	ClearBridge International Growth Fund	Foreign Large Cap Equities	Apr 16, 1995	1.80%	1.93%	8.87%	7.66%	32
LMISX	Franklin U.S. Large Cap Equity Fund	Large Cap Blend Equities	Apr 30, 2008	0.70%	-0.69%	14.25%	4.14%	75
LMIYX	Lord Abbett Micro Cap Growth Fund	Small Cap Growth Equities	Jul 9, 1999	1.12%	7.32%	19.69%	0.01%	63
LMOIX	ClearBridge Small Cap Growth Fund Class IS	Small Cap Growth Equities	Aug 4, 2008	0.78%	3.64%	12.10%	16.37%	31
LMOPX	Miller Opportunity Trust	Mid Cap Blend Equities	Dec 30, 1999	1.95%	-0.68%	11.84%	0.00%	59
LMSIX	Franklin U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 13, 2000	1.03%	5.88%	10.73%	5.99%	79
LMVTX	ClearBridge Value Trust	Large Cap Value Equities	Apr 16, 1982	1.74%	4.84%	11.25%	9.86%	60
LMVYX	Lord Abbett Focused Small Cap Value Fund	Small Cap Value Equities	Jul 9, 1999	0.97%	5.87%	9.28%	4.27%	33
LNGZX	Columbia Greater China Fund	China Equities	May 15, 1997	1.25%	-3.86%	4.16%	1.95%	14
LOGSX	Live Oak Health Sciences Fund	Health & Biotech Equities	Jun 28, 2001	1.02%	2.21%	7.43%	2.03%	35
LOMAX	Edgar Lomax Value Fund	Large Cap Value Equities	Dec 12, 1997	0.70%	8.45%	10.85%	5.84%	88
LONGX	Longboard Alternative Growth Fund	Long-Short	Mar 15, 2015	1.99%	6.61%	24.68%	0.00%	25
LPEFX	ALPS/Red Rocks Global Opportunity Fund	Global Equities	Dec 30, 2007	1.46%	-13.18%	8.87%	17.71%	2
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock/Convertible Bonds	Nov 29, 2015	0.60%	0.18%	4.24%	4.54%	77

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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